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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,458 | $83,337+27.7% | $67,834+56.9% | $273,972-61.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 1.85% | 259.45%-257.6pp | 138.47%-136.6pp | 41.46%-39.6pp |
| Employer contribution / active EE | $4,728 | $3,287+43.8% | $2,403+96.7% | $4,869-2.9% |
| Participant deferral / active EE | $6,567 | $4,088+60.6% | $3,160+107.8% | $5,287+24.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |